CREDENTIALS

Private Professional Fiduciary ® LINCOLN H. BANKS, CPA, CFP

Lincoln H. Banks holds the following professional licenses and credentials, which work hand in hand with trust and integrity to provide an exceptional level of service to his clients.

Certified Public Accountant (CPA)
Awarded by the California State Board of Accountancy

Certified Financial Planner (CFP®)
Awarded by the Certified Financial Planner Board of Standards

California Licensed Professional Fiduciary (CLPF)
Awarded by the California Professional Fiduciaries Bureau

Master of Science, Business Administration Tax & Financial Planning
San Diego State University, Graduate School of Business specialized study focused on portfolio analysis and investments, taxation, and estate planning

Bachelor of Arts, Business Economics, Accounting Emphasis
University of California, Santa Barbara

Member of Estate Planning Council of San Diego since 2002

Member of the Professional Fiduciaries Association of California

Member of the American Institute of Certified Public Accountants (AICPA)

Trust Manager ® JODY N. BANKS, CFP

Jody N. Banks has earned the following credentials:

Certified Financial Planner (CFP®)
Awarded by the Certified Financial Planner Board of Standards

Master of Science, Business Administration Tax & Financial Planning
San Diego State University, Graduate School of Business specialized study focused on portfolio analysis and investments, taxation, and estate planning

Bachelor of Arts, Business Economics, Accounting Emphasis
University of California, Santa Barbara

Co-founder of banks & banks PHILLIP H. BANKS

Phillip H. Banks has held the following credentials:

Certified Trust & Financial Advisor CTFA (Retired)

Certified Financial Planner™ (Retired)

Licensed California Professional Fiduciary (Retired)

Master of Public Administration
Golden Gate University, San Francisco, California

Bachelor of Arts at Western Washington State University, Bellingham, Washington

Graduate, Trust Division, Pacific Coast Banking School

Estate Planning Council Member of San Diego Chapter 1977 - 2015; President, 1996-1997; Officer and Board Member, 1992-1998.

CONTACT US
info@banksandbanks.com (619) 698-6789
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